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T Rowe Price

1,049 hedge funds and large institutions have $18.1B invested in T Rowe Price in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 301 increasing their positions, 487 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+39
Holders Change %
+3.86%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
131
Increased
301
Reduced
487
Closed
79
Calls
$199M
Puts
$173M
Net Calls
+$25.8M
Net Calls Change
-$7.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
1001
Fairfield Financial Advisors
Massachusetts
$7.27K -$8.55K -80 -54%
HFM
1002
Harvest Fund Management
China
$7K -$13.6K -126 -66%
HWP
1003
Highline Wealth Partners
California
$7K +$7K +65 New
VWM
1004
Venturi Wealth Management
Texas
$6.79K -$2.37K -22 -26%
GI
1005
Gradient Investments
Minnesota
$6.35K -$56.6K -526 -90%
SA
1006
Scarborough Advisors
Maryland
$5.82K +$5.82K +54 New
AWM
1007
Avior Wealth Management
Nebraska
$5.71K -$101K -934 -95%
ZB
1008
Zions Bancorporation
Utah
$5.49K -$10.3K -96 -65%
MSFP
1009
Mark Sheptoff Financial Planning
Connecticut
$5.17K
VCM
1010
Versant Capital Management
Arizona
$4.63K +$969 +9 +26%
PWMG
1011
Prestige Wealth Management Group
New Jersey
$4.52K -$5.82K -54 -56%
M
1012
MOTCO
Texas
$4.31K
RTL
1013
Red Tortoise LLC
Georgia
$4.31K
SWM
1014
Sugarloaf Wealth Management
Georgia
$4.09K
CTWM
1015
Cherry Tree Wealth Management
Minnesota
$4.04K
PA
1016
Pineridge Advisors
Missouri
$3.99K +$3.99K +37 New
SAM
1017
Smartleaf Asset Management
Massachusetts
$3.82K +$3.82K +35 New
TAM
1018
Tucker Asset Management
Colorado
$3.8K
ME
1019
McIlrath & Eck
Washington
$3.66K +$3.66K +34 New
VWA
1020
Valued Wealth Advisors
Utah
$3.57K +$3.57K +34 New
HPC
1021
HM Payson & Co
Maine
$3.55K
TWP
1022
TFO Wealth Partners
Ohio
$3.34K -$215 -2 -6%
AWM
1023
Abound Wealth Management
Tennessee
$3.25K -$433 -4 -12%
GC
1024
Globeflex Capital
California
$3.23K +$3.23K +30 New
SIC
1025
SJS Investment Consulting
Ohio
$2.48K